First Trust Institutional Preferred Securities and Income ETF
FPEI
7 hedge funds and large institutions have $5.13M invested in First Trust Institutional Preferred Securities and Income ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
25.51% more ownership
Funds ownership: 0% → 25.51% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.73M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.15M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$568K |
| 5 |
VF
Virtu Financial
New York
|
+$334K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $1.74M | +$1.73M | +86,371 | New |
|
|
2
LPL Financial
San Diego,
California
| $1.15M | +$1.15M | +57,221 | New |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $1.11M | +$1.11M | +55,101 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $568K | +$568K | +28,288 | New |
|
|
VF
5
Virtu Financial
New York
| $335K | +$334K | +16,665 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $191K | +$191K | +9,500 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $40K | +$40.1K | +2,000 | New |
|
|
PFC
8
Phocas Financial Corp
Alameda,
California
| $5K | – | – | – |
|
FPEI Hedge Fund Activity: Q3 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Institutional Preferred Securities and Income ETF (FPEI) for Q3 2017, worth a combined $5.13M.
Buyers outnumbered sellers: 7 funds opened new FPEI positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.73M.
- 7 institutional investors held First Trust Institutional Preferred Securities and Income ETF (FPEI) as of Q3 2017, up from 0 in Q2 2017.
- Funds reported $5.13M of First Trust Institutional Preferred Securities and Income ETF stock for Q3 2017.
- 7 funds opened new First Trust Institutional Preferred Securities and Income ETF positions in Q3 2017 and 0 closed out, a net change of +7 holders.
- The largest First Trust Institutional Preferred Securities and Income ETF buyer in Q3 2017 was Goldman Sachs, an estimated $1.73M added.
Based on aggregated 13F filings for Q3 2017.